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Driving NAIC MAR compliance through automated financial reconciliation

Automated financial reconciliation for Midwest insurer

A leading Midwest insurer wanted to streamline premium reconciliation, trace variances faster, and eliminate manual dashboard maintenance. With billions in premiums processed annually, they embedded reconciliation into their pipelines, which reduced variance tracing from days to hours.

What’s Inside:

  • Fast Variance Tracing: From totals to transactions in hours.
  • Embedded Controls: Automated reconciliation inside data pipelines.
  • Cross-Platform Standardization: Unified rules across Databricks, DBT, and PySpark.
  • Audit-Ready Repository: Centralized, versioned reconciliation rules.

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